Financial Wellness Consultant at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

130000.0

Posted On

07 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategic Client Engagement, Holistic Financial Wellness Planning, Program Implementation, Relationship Management, Data-Driven Insights, Client Education, Strategic Planning, Program Development, Client Engagement, Financial Services, Project Management, Action Plan Development, Marketing Automation, Needs Assessment, Advocacy, Continuous Improvement

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Financial Wellness Consultant. A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role is responsible for developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction. Primary responsibilities may include the following, among others: Responsibilities Strategic Client Engagement: Conduct comprehensive discovery meetings with client key stakeholders to understand their expectations for a holistic financial wellness program, including their success metrics, company culture, financial benefits offered, and existing financial wellness resources Holistic Financial Wellness Planning: Lead the ideation process and craft a detailed Action Plan with prescriptive recommendations and considerations tailored to the client's needs for the holistic financial wellness offering. This includes aligning financial wellness strategies with the client's culture and benefits structure Program Implementation and Launch: Coordinate with internal and external parties to finalize the Action Plan. Establish a formal launch date for the holistic financial wellness program and oversee the implementation process to ensure a seamless transition and integration with the client's existing benefits offerings Ongoing Relationship and Program Health Management: Serve as the primary point of contact post-launch, conducting periodic check-ins with the client to assess program performance against agreed-upon metrics and objectives. Utilize marketing automation tools to actively manage and adapt the financial wellness offerings based on engagement data and client feedback Data-Driven Insights and Customization: Work closely with the client to determine data availability and leverage insights to continually refine and enhance the financial wellness program. Ensure that recommendations and strategies are data-driven and aligned with evolving client needs and industry best practices Client Education and Advocacy: Educate clients on the value and impact of a holistic financial wellness program. Advocate for the adoption of practices and strategies that promote financial well-being among their employees Qualifications Minimum Qualifications: 4-year college degree or equivalent years of experience 10 years of related industry experience; retirement plans and relationship management Professional License/Certification required (65,6, or 7) Desired Qualifications/Skills: Experience in strategic planning, program development, and client engagement within the financial services industry, particularly in financial wellness. Strong understanding of holistic financial wellness concepts and the ability to translate these into actionable, client-specific strategies. Innovative thinker with the ability to identify opportunities for growth and improvement within the scope of holistic financial wellness. Exceptional client service orientation, with a commitment to excellence in program implementation and management. Strong project management skills, with an ability to manage multiple priorities and maintain attention to detail. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range (depending on experience and location): $93,000 - $130,000.00 WHERE will you be working? Remote HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.

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Responsibilities

The consultant is pivotal in orchestrating the transition to a holistic financial wellness program by conducting discovery meetings, crafting tailored action plans with prescriptive recommendations, and overseeing program implementation and launch. Post-launch, the role involves serving as the primary contact to assess performance against metrics and adapt offerings based on engagement data and client feedback.